In this special episode, I sit down with Craig, better known as SCHD STAN on X (formerly Twitter), to dive deep into all things SCHD!
What we cover:
• Craig’s background and how he got introduced to SCHD.
• Other funds and stocks Craig has on his radar.
• Predictions for SCHD’s annual reconstitution in March.
• How SCHD might perform compared to the S&P 500 over the next two years.
• Our dream additions to SCHD.
• The pros and cons of selling covered calls on stocks you don’t want to lose.
• The critical role SCHD plays in a portfolio and the hype surrounding it.
Whether you’re a long-time SCHD investor or just getting started, this conversation is packed with insights, strategies, and predictions you won’t want to miss!
What do you think about SCHD’s future? Share your thoughts in the comments below!
Time Stamps:
00:00 Intro
00:19 Welcome Craig
00:50 Craig's Background
03:07 What do you love about SCHD?
08:00 SCHD's Methodology
10:50 SCHD's Annual Reconstitution
13:50 Predictions on the years ahead
17:48 What stocks would you like to see added to SCHD?
21:07 How will SCHD do in the upcoming economic climate?
25:25 SCHD's expense ratio
26:46 Selling call options on Dividend Stocks/ETFs
32:36 What are some of your favorite stocks/ETFs other than SCHD?
37:15 Why SCHD "Stan"?
39:05 Final Thoughts
